RIAs: $500M – $1B AUM
2,407 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
BH3 Fund Advisors, LLC
RIAFort Lauderdale, FL
AUM $578MTEAM 29REPS 6
Oxler Private Wealth
RIARye Brook, NY
AUM $578MTEAM 4REPS 4
Jackson, Grant Investment Advisers, Inc.
RIAStamford, CT
AUM $578MTEAM 8REPS 5
Infinedi Partners, LP
RIAAUM $577MTEAM 5REPS 1
Valueworks, LLC
RIANew York, NY
AUM $577MTEAM 6REPS 2
Silverview Credit Partners LP
RIATampa, FL
AUM $577MTEAM 14REPS 3
Cello Capital Management, LP
RIANew York, NY
AUM $577MTEAM 15REPS 6
Tabor Asset Management, LP
RIANew York, NY
AUM $577MTEAM 6REPS 3
Brogan Financial
RIAKnoxville, TN
AUM $577MTEAM 31REPS 8
Birnam Oak Advisors, LP
RIANew York, NY
AUM $577MTEAM 7REPS 2
Allodium Investment Consultants, LLC
RIAMinneapolis, MN
AUM $577MTEAM 12REPS 7
Angeleno Group, LLC
RIABeverly Hills, CA
AUM $577MTEAM 12REPS 3
Muddy Waters Capital LLC
RIAAustin, TX
AUM $576MTEAM 14REPS 3
Shorehill Capital LLC
RIAChicago, IL
AUM $576MTEAM 12REPS 3
G&H Investments
RIALeola, PA
AUM $576MTEAM 4REPS 3
Rezny Wealth Management, Inc.
RIAFort Myers, FL
AUM $576MTEAM 7REPS 2
Domain Timber Advisors, LLC
RIAAtlanta, GA
AUM $576MTEAM 28REPS 8
Bulletproof Capital, LLC
RIAChicago, IL
AUM $576MTEAM 8REPS 2
Northern Lakes Capital, L.P.
RIAMinneapolis, MN
AUM $575MTEAM 11REPS 5
Southocean Capital Partners, LLC
RIAFort Lauderdale, FL
AUM $575MTEAM 8REPS 5
Lucashill, LLC
RIADallas, TX
AUM $575MTEAM 3REPS 2
Sage Advisors, LLC
RIAEdmonds, WA
AUM $575MTEAM 11REPS 6
Keidan Financial Consultants LLC
RIAColumbus, OH
AUM $575MTEAM 3REPS 2
Western Standard, LLC
RIALos Angeles, CA
AUM $575MTEAM 8REPS 2
Other AUM ranges
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